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Financial Loan Analyst II

Recruitment #130107-D10B-01

BASIC PURPOSE

Positions in this job family are assigned responsibilities involving the review and analysis of financial information and loan documents related to water/waste water project loans under authorized financial assistance programs.  This includes evaluating loan applications for proper completion and submission of required records and data, analyzing the revenues, expenditures and debt obligations of applicants, monitoring closed loans to insure compliance with loan provisions and monitoring water systems cost, production, consumption and other performance factors.

LEVEL DESCRIPTORS

This job family has four levels which are distinguished by the complexity of work assignments, the expertise required to perform work assignments, and the responsibility assigned for supervising others.

Level II: 
This is the career level of the job family where employees are assigned responsibility for a full range of work related to reviewing, analyzing and recommending action to take on applications for loans under the financial assistance program.  This includes reviewing all loan documentation, completing the required credit analysis and evaluation of projected revenues and expenditures, monitoring closed loans, and coordinating activities concerning bond issues.  Limited responsibility may be assigned for providing assistance or training to lower level analysts.

MINIMUM QUALIFICATIONS

Level II: 
Education and Experience requirements at this level consist of a bachelor’s degree in business administration or a closely related field plus one year of professional experience in commercial financial statement credit analysis; or a closely related field or an equivalent combination of education and experience, substituting one year of experience in fiscal or credit analysis for each year of the required education plus one year of professional experience in commercial financial statement credit analysis.

SELECTIVE QUALIFICATIONS

The Water Resources Board has been authorized to utilize a Selective Qualification when interviewing applicants for this position. 

"Applicants must have 4 years professional Public Finance experience." 

Selection Plan

Scores based on:   100% Written Test 

***NOTE:  Names of eligible applicants can be made available to State agencies upon their request, immediately following the closing date and time.



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